wishful thinking? by bruce w. marcus professional services marketing 3.0 卡塔尔世界杯常规比赛时间 research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (join the … continued
by sandi smith leyva
the accountant’s accelerator
the big change in lead generation for accountants is that there are many more methods out there today to get clients’ attention. the problem — or the opportunity! – is most accountants are still only using the old methods. read more →
the 16-step plan to focus on landing one new client at a time. by bruce w. marcus professional services marketing 3.0 here’s a little secret about accounting marketing: it always comes down to selling the individual clients – one by one. more … continued
for good, bad or indifferent. editor’s note: this article originally appeared in the september 1980 issue of the virginia accountant. it is one of the first articles – if not the very first article – on the advent of legalized … continued
the four keys driving expansion at middletonraines.
editor’s note: in this first-person account, one of the profession’s most dynamic managing partners shares some of the methods behind his firm’s recent successes.
by wesley middleton, cpa
managing partner, middletonraines + zapata llp
as the managing partner of a firm of 37 people, i have felt protective of the strategies we are employing to be successful. i think that is the cpa in me. we will have almost doubled in year two of our firm over year one at the end of this calendar year. how have we done that? by not selling, marketing or managing like a cpa. read more →
r-i-s-k: it’s amazing that so simple a four-letter word can be so complicated. by bruce w. marcus there are risks with dire consequences and risks with negligible consequences. there is risk in every human enterprise; in every trade or endeavor. … continued
the best – or worst? – accounting marketing methods.
by wesley middleton, cpa
managing partner, middletonraines + zapata llp
i read “the 5 worst marketing methods for accountants,” by sandi smith leyva and i was shocked.
the top three that are on my list that are must do in our firm are on this list.
so let me speak from a managing partner perspective of a firm of 37 people adding 28% organic growth through these exact channels. cpa firms are getting it wrong and while i feel like i am sharing my secret, i just have to say it. read more →
update: see the rebuttal, “the 3 most unused marketing methods for accountants“
by sandi smith leyva
the accountant’s accelerator
there are a couple of dozen different marketing methods that you can use to build your practice, but they are definitely not created equally. in fact, some are so ineffective and costly that we really try to steer people away from them. here are five of the worst for building your practice. read more →
by sandi smith leyva
the accountant’s accelerator
for some of you, summer can be a slow time in your business. if you do taxes, all the action is during busy season and in september if you have a lot of extensions. if you’re a bookkeeper, your busiest month is january. and if you do software consulting or training, it slows down in july and august. read more →
by sandi smith leyva
author, “10 keys to doubling your revenues”
your linkedin profile is just as important as your website these days. it’s not uncommon at all for small business owners to check out your profile before contacting you. if your profile doesn’t measure up, then you might not get the lead. here are five ideas to get the most out of your linkedin profile. read more →
accountants are just beginning to understand the untapped opportunities in their clients and referral sources.
by sandi smith leyva
author, “10 keys to doubling your revenues”
one of the most valuable assets i have is my list of clients. i wouldn’t be in business if it weren’t for my clients, and i am grateful for each of you every day.
keeping a formal list of clients and subscribers in a list management system is often overlooked and frequently underutilized, especially in our industry. there are a couple of reasons for this. one is that some accountants are just beginning to understand the five big revenue-building reasons to understand the power of email marketing.
4 essential habits for building client trust. by bruce w. marcus in the firm with a strong marketing culture, getting the client is only half the battle. the other half is keeping the client. it’s done with more than just … continued
what to do when every client is in play. by bruce w. marcus independent studies, including those from 卡塔尔世界杯常规比赛时间, show that a large percentage of accounting clients are dissatisfied with the levels of service from their accountants. good work … continued